Todd H. Evans serves as a Financial Adviser with Capital Financial Benefit Solutions and holds licenses to provide Life, Health, Disability, Long Term Care insurance, and Securities. His passion and commitment to helping individuals, as well as businesses achieve their goals, happens through a customized process where his main objective is to advise clients on prudent insurance decisions in order to maximize wealth on a tax- efficient basis.
As a Financial Adviser, Todd specializes in working with individuals and local businesses, helping them in areas such as insurance, retirement planning, estate planning strategies, and executive benefit planning. Todd meets with clients to review their current financial situation and discuss their long and short term objectives. Todd and his team will analyze a client’s data and present strategies that are appropriate and well suited to help meet a client’s unique financial situation.
Todd graduated in 2007, with a Bachelor of Science degree in Business Administration and Economics from Virginia Wesleyan College. Todd volunteers as a lacrosse coach for Charm City Lacrosse, an inner city youth program. In addition to his efforts to better the community, Todd also strives for excellence within the workplace. Todd won CareerBuilder of the Year in 2010 and 2011* and was inducted into Penn Mutu- al’s President’s Club in 2010*. Todd has also qualified for Royal Blue Conference for several years an award* reserved for Penn Mutual’s top advisers.
When not working, Todd enjoys being active in athletics, with his favorites being Crossfit and Lacrosse.
*These achievements do not evaluate the quality of services provided to the clients. These achievements are not indicative of the registered rep’s future performance.